JFS Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Buy |
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2025
Q1 | $85.8K | Buy |
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|
2024
Q4 | $33.9K | Sell |
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2024
Q3 | $102K | Sell |
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|
2024
Q2 | $97K | Buy |
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|
2024
Q1 | $80.3K | Sell |
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|
2023
Q4 | $152K | Buy |
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|
2023
Q3 | $46K | Buy |
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|
2023
Q2 | $13.8K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $10K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $11K | Buy |
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|
2020
Q2 | $7K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $133K | Buy |
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